Team Members

Kelly Wood, CFP®, CIM®

Office Manager

As the Office Manager of our Calgary location, Kelly works with Kim Gibson to provide our private clients with exceptional service.  Kelly has more than 20 years experience as a financial services professional.  Kelly completed her Bachelor of Science degree from Laurentian University and holds both the Certified Financial Planner designation and the Chartered Investment Manager designation.

Contact

Kelly

Phone:

Email:

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